What are the responsibilities and job description for the Financial Planner position at Masis Professional Group?
Financial Planner
Location: Chicago, IL
About the Company:
Our client is a dynamic financial services firm in Chicago, dedicated to providing tailored financial strategies to individuals and businesses.
Position Overview: Our client seeks a detail-driven Financial Planner to develop and execute customized financial plans while supporting advisors and firm leadership. The ideal candidate has a strong background in financial planning, risk analysis, and insurance solutions, with a CFP or CFA preferred.
Key Responsibilities
Financial Planning & Analysis:
- Develop comprehensive financial plans covering wealth management, retirement, tax strategies, and risk mitigation.
- Conduct cash flow projections, insurance needs assessments, and portfolio reviews.
- Recommend risk management and insurance solutions.
- Prepare financial reports and presentations for client meetings.
Plan Implementation & Monitoring:
- Coordinate plan execution with advisors and external professionals.
- Review financial plans regularly to align with clients’ evolving goals.
- Monitor risk and insurance strategies, recommending adjustments as needed.
Research & Strategy Development:
- Stay current on industry trends, tax laws, and financial strategies.
- Research advanced planning solutions for high-net-worth clients.
- Serve as a resource for advisors on financial planning best practices.
Collaboration & Support:
- Assist advisors in client meeting preparation with reports and strategic insights.
- Provide internal training on financial planning and insurance solutions.
- Work with vendors and providers to implement client solutions.
Qualifications:
- 5 years of experience in financial planning or wealth management.
- CFP, CFA, or relevant certification preferred.
- Strong financial analysis, risk assessment, and insurance planning skills.
- Experience with high-net-worth clients is a plus.
- Proficiency in financial planning software and Microsoft Office.
What Our Client Offers:
- Competitive salary and benefits package.
- A collaborative and growth-oriented work environment.
- Professional development and career advancement opportunities.
Salary : $90,000 - $120,000
